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AMICUS THERAPEUTICS, INC.（FOLD）与OCTAVE SPECIALTY GROUP INC（OSG）财务数据对比。点击上方公司名可切换其他公司
AMICUS THERAPEUTICS, INC.的季度营收约是OCTAVE SPECIALTY GROUP INC的1.8倍（$185.2M vs $104.2M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -6.6%，领先7.5%），OCTAVE SPECIALTY GROUP INC同比增速更快（66.0% vs 23.7%），过去两年OCTAVE SPECIALTY GROUP INC的营收复合增速更高（42.9% vs 29.5%）
Amicus Therapeutics是总部位于美国宾夕法尼亚州费城的生物制药上市企业，2007年在纳斯达克挂牌上市，股票代码为FOLD。上市前，公司曾获得Radius Ventures、迦南合伙人、恩颐投资等多家风险投资机构的资金支持，专注于生物医药领域的研发与商业化布局。
奥克塔夫专业集团是一家专业保险控股企业，主营定制化财产与意外伤害保险产品，核心业务聚焦超额剩余保险领域，为北美地区的商业及个人客户提供定制化风险保障解决方案。
FOLD vs OSG — 直观对比
营收规模更大
FOLD
是对方的1.8倍
$104.2M
营收增速更快
OSG
高出42.3%
23.7%
净利率更高
FOLD
高出7.5%
-6.6%
两年增速更快
OSG
近两年复合增速
29.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $104.2M |
| 净利润 | $1.7M | $-6.9M |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | — |
| 净利率 | 0.9% | -6.6% |
| 营收同比 | 23.7% | 66.0% |
| 净利润同比 | -88.5% | — |
| 每股收益（稀释后） | $0.00 | $-0.13 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收FOLDOSG
| Q1 26 | — | $104.2M | ||
| Q4 25 | $185.2M | $66.9M | ||
| Q3 25 | $169.1M | $66.6M | ||
| Q2 25 | $154.7M | $55.0M | ||
| Q1 25 | $125.2M | $62.8M | ||
| Q4 24 | $149.7M | $65.2M | ||
| Q3 24 | $141.5M | $70.0M | ||
| Q2 24 | $126.7M | $51.0M |
净利润FOLDOSG
| Q1 26 | — | $-6.9M | ||
| Q4 25 | $1.7M | $-29.7M | ||
| Q3 25 | $17.3M | $-112.6M | ||
| Q2 25 | $-24.4M | $-72.7M | ||
| Q1 25 | $-21.7M | $-44.7M | ||
| Q4 24 | $14.7M | $-20.9M | ||
| Q3 24 | $-6.7M | $-27.5M | ||
| Q2 24 | $-15.7M | $-750.0K |
毛利率FOLDOSG
| Q1 26 | — | — | ||
| Q4 25 | 85.7% | — | ||
| Q3 25 | 88.5% | — | ||
| Q2 25 | 90.2% | — | ||
| Q1 25 | 90.7% | — | ||
| Q4 24 | 90.1% | — | ||
| Q3 24 | 90.6% | — | ||
| Q2 24 | 91.1% | — |
营业利润率FOLDOSG
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | -76.7% | ||
| Q3 25 | 20.3% | -48.2% | ||
| Q2 25 | -6.1% | -41.8% | ||
| Q1 25 | -6.3% | -24.1% | ||
| Q4 24 | 10.7% | -55.5% | ||
| Q3 24 | 15.3% | -29.7% | ||
| Q2 24 | 11.8% | -28.9% |
净利率FOLDOSG
| Q1 26 | — | -6.6% | ||
| Q4 25 | 0.9% | -73.8% | ||
| Q3 25 | 10.2% | -169.1% | ||
| Q2 25 | -15.8% | -132.3% | ||
| Q1 25 | -17.3% | -71.3% | ||
| Q4 24 | 9.8% | -55.1% | ||
| Q3 24 | -4.8% | -39.3% | ||
| Q2 24 | -12.4% | -1.5% |
每股收益（稀释后）FOLDOSG
| Q1 26 | — | $-0.13 | ||
| Q4 25 | $0.00 | $-0.82 | ||
| Q3 25 | $0.06 | $-2.35 | ||
| Q2 25 | $-0.08 | $-1.54 | ||
| Q1 25 | $-0.07 | $-1.22 | ||
| Q4 24 | $0.05 | $-11.75 | ||
| Q3 24 | $-0.02 | $-0.63 | ||
| Q2 24 | $-0.05 | $-0.02 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $293.5M | — |
| 总债务越低越好 | $392.7M | $117.1M |
| 股东权益账面价值 | $274.2M | $833.6M |
| 总资产 | $949.9M | $2.3B |
| 负债/权益比越低杠杆越低 | 1.43× | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资FOLDOSG
| Q1 26 | — | — | ||
| Q4 25 | $293.5M | $146.4M | ||
| Q3 25 | $263.8M | $27.5M | ||
| Q2 25 | $231.0M | $22.5M | ||
| Q1 25 | $250.6M | $34.1M | ||
| Q4 24 | $249.9M | $157.2M | ||
| Q3 24 | $249.8M | $40.8M | ||
| Q2 24 | $260.1M | $14.6M |
总债务FOLDOSG
| Q1 26 | — | $117.1M | ||
| Q4 25 | $392.7M | $117.6M | ||
| Q3 25 | $392.0M | — | ||
| Q2 25 | $391.3M | — | ||
| Q1 25 | $390.7M | — | ||
| Q4 24 | $390.1M | $0 | ||
| Q3 24 | $389.5M | $518.0M | ||
| Q2 24 | $388.9M | $515.0M |
股东权益FOLDOSG
| Q1 26 | — | $833.6M | ||
| Q4 25 | $274.2M | $715.8M | ||
| Q3 25 | $230.4M | $843.4M | ||
| Q2 25 | $204.3M | $859.8M | ||
| Q1 25 | $193.6M | $852.2M | ||
| Q4 24 | $194.0M | $798.4M | ||
| Q3 24 | $178.8M | $1.5B | ||
| Q2 24 | $132.5M | $1.4B |
总资产FOLDOSG
| Q1 26 | — | $2.3B | ||
| Q4 25 | $949.9M | $2.2B | ||
| Q3 25 | $868.8M | $2.1B | ||
| Q2 25 | $815.3M | $8.5B | ||
| Q1 25 | $789.8M | $8.3B | ||
| Q4 24 | $785.0M | $8.1B | ||
| Q3 24 | $786.6M | $9.3B | ||
| Q2 24 | $749.5M | $8.2B |
负债/权益比FOLDOSG
| Q1 26 | — | 0.14× | ||
| Q4 25 | 1.43× | 0.16× | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 1.92× | — | ||
| Q1 25 | 2.02× | — | ||
| Q4 24 | 2.01× | 0.00× | ||
| Q3 24 | 2.18× | 0.35× | ||
| Q2 24 | 2.93× | 0.38× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $16.3M | — |
| 自由现金流经营现金流 - 资本支出 | $16.0M | — |
| 自由现金流率自由现金流/营收 | 8.6% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 现金转化率经营现金流/净利润 | 9.62× | — |
| 过去12个月自由现金流最近4个季度 | $29.8M | — |
8季度趋势，按日历期对齐
经营现金流FOLDOSG
| Q1 26 | — | — | ||
| Q4 25 | $16.3M | $-52.3M | ||
| Q3 25 | $35.7M | $-41.2M | ||
| Q2 25 | $-26.5M | $2.1M | ||
| Q1 25 | $7.8M | $-12.6M | ||
| Q4 24 | $-3.9M | $762.0K | ||
| Q3 24 | $-23.0M | $48.9M | ||
| Q2 24 | $22.7M | $20.4M |
自由现金流FOLDOSG
| Q1 26 | — | — | ||
| Q4 25 | $16.0M | — | ||
| Q3 25 | $35.3M | — | ||
| Q2 25 | $-28.9M | — | ||
| Q1 25 | $7.5M | — | ||
| Q4 24 | $-4.2M | — | ||
| Q3 24 | $-23.3M | — | ||
| Q2 24 | $21.6M | — |
自由现金流率FOLDOSG
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | -18.7% | — | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | -2.8% | — | ||
| Q3 24 | -16.5% | — | ||
| Q2 24 | 17.0% | — |
资本支出强度FOLDOSG
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.9% | — |
现金转化率FOLDOSG
| Q1 26 | — | — | ||
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
OSG
| Commissions | $68.2M | 65% |
| Other | $20.6M | 20% |
| Servicing and other fees | $9.4M | 9% |
| Program fees | $3.6M | 3% |
| Investment income | $2.4M | 2% |
